Monthly document request
Hi {{nome}}! {{mes}} is coming to an end. I need by {{prazo}}: 1) Invoices issued, 2) Invoices received, 3) Bank statements. Can you send it here?
🧾For Accountants
WhatsApp Sales CRM for Accountants
A fee proposal becomes a deal in the pipeline, with open value and a stall alert. The recurring client routine keeps running on its own.
Accountants: real pain points
Recognize any of these problems?
1
A client forgets to send an invoice and a filing gets delayed
2
A tax question from a client arrives on personal WhatsApp on a Saturday
3
A large book of business makes it hard to see who is current and who is not
4
Fee billing gets delayed for lack of organization
Ready-made templates for Accountant
4 ready-to-use messages
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Filing delivery (tax slip, etc.)
Hi {{nome}}! Your {{tipo_imposto}} filing for {{mes}}: R$ {{valor}}. Due {{data}}. PDF/barcode: {{link}}. Pay by {{prazo}} to avoid interest.
Due-date reminder (D-3)
Reminder, {{nome}}! Your {{tipo}} filing is due in 3 days ({{data}}). Already paid? If so, send the receipt here. If not, link: {{link}}.
Automatic out-of-hours reply
Hi {{nome}}! I got your message outside business hours. I will reply tomorrow starting at 9am. For an urgent matter due today, please call me: {{telefone}}.
Frequently asked questions
Accountant: questions about WhatsApp CRM
How do I organize a large book of clients (50+)?▾
Tags by size (small, mid-size, large) plus status (current, pending, past due). Filters and reports make it easy to see who needs attention.
Can I send a filing (PDF) over WhatsApp?▾
Yes, CRPRO stores attachments per contact. The filing stays in history — useful when a client claims "I never got it."
Can I set a boundary outside hours?▾
An automatic message outside business hours. The client understands. You do not become a hostage of WhatsApp.
Recurring fee billing?▾
Yes, via a payment gateway integration. A monthly fee generates automatic billing plus a WhatsApp reminder every month.
Accountant: what people also look for
CRPRO adapts to the routine of every professional and every kind of business.
In your industry
Understand the terms
Product
7 days free · no card required
Try CRPRO in your daily routine
Multi-agent inbox, AI, kanban, and the official Meta API. R$ 249,90/mo or R$ 499,90 with AI — try free for 7 days, no card required.
Start free trialNo credit card · Cancel anytime · Human support